#Morningstar  #PersonalFinance #RetirementPlanning

Tax- and retirement-planning expert Ed Slott delves into qualified charitable distributions and donating appreciated securities.

00:00 Introduction

00:24 Why Should Investors Avoid Overallocation to Cash?

02:31 Advantages of Bonds Over Cash

03:38 Advantages of Stocks Over Cash

04:24 How Should Investors Divide Their Assets?

06:18 Withdrawal Rates for Different Asset Allocations

07:53 Which Type of Retiree Should Own More Stocks?



What to watch from Morningstar.

How to Manage Capital Gains Distributions From Your Funds in 2023    • How to Manage Capital Gains Distribut...  

Must-Knows About Required Minimum Distributions as 2023 Winds Down    • Must-Knows About Required Minimum Dis...  

5 Money Mistakes to Avoid in Q4 2023    • 5 Money Mistakes to Avoid in Q4 2023  

What ‘Higher for Longer’ Interest Rates May Mean for Your Investment Portfolio    • What ‘Higher for Longer’ Interest Rat...  



Read what our team is writing.

Christine Benz https://www.morningstar.com/authors/3...

Susan Dziubinski https://www.morningstar.com/authors/1...



Follow us on social.

Facebook:   / morningstarinc  

Twitter:   / morningstarinc  

Instagram:   / morningstar.  .

LinkedIn:   / 5161